Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | CL A | 1851 | $1,166 | 3 | 0.00 | 3 | +Inf | 12-31-2023 | |
GREAT LAKES RETIREMENT INC | CL A | 1852 | $897 | 3 | 0.00 | 3 | +Inf | 06-30-2024 | |
TIMESCALE FINANCIAL INC | CL A | 1853 | $1,102 | 3 | 0.00 | 3 | +Inf | 06-30-2023 | |
PACIFIC CENTER FOR FINANCIAL SERVICES | CL A | 1854 | $872 | 3 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |